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Identity Security

Identity security decides who and what may access a system, which has become the main control point now that networks have no clear perimeter. Machine and workload identities now outnumber human ones by a wide margin.

15 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
126	BGC Blue Grotto Capital Atlanta, Georgia	$40.5M	-$7.22M	1	8.22%	Reduced
127	TAM Thematics Asset Management Paris, France	$40.2M	-$4.19M	2	1.67%	Reduced
128	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$40.1M	-$13.2M	1	0.23%	Reduced
129	Vontobel Holding Zurich, Switzerland	$39.3M	-$1.77M	2	0.31%	Reduced
130	Capital Fund Management (CFM) Paris, France	$38.5M	-$14.7M	4	0.11%	Reduced
131	VEPM Vista Equity Partners Management San Francisco, California	$37.5M	-$5.47M	2	1%	Reduced
132	Hood River Capital Management Palm Beach Gardens, Florida	$37.3M	-$330K	1	0.83%	Reduced
133	T. Rowe Price Associates Baltimore, Maryland	$36.3M	-$292K	6	0%	Reduced
134	TCW Group Los Angeles, California	$36.3M	+$9.5M	1	0.37%	Increased
135	BCM Bond Capital Management San Francisco, California	$35.4M	$0	1	18.91%	Maintained
136	LPAM Legion Partners Asset Management Los Angeles, California	$35M	$0	1	8.1%	Maintained
137	Canada Life Winnipeg, Manitoba, Canada	$34.5M	+$6.54M	4	0.07%	Increased
138	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$33.1M	-$16M	6	0.03%	Reduced
139	IEQ Capital Foster City, California	$32.9M	-$732K	2	0.47%	Reduced
140	Tudor Investment Corp Stamford, Connecticut	$32.1M	-$8.07M	5	0.2%	Reduced
141	BIM Barton Investment Management West Conshohocken, Pennsylvania	$32M	+$683K	1	3.89%	Increased
142	Janus Henderson Group London,	$31M	+$1.59M	5	0.02%	Increased
143	BNP Paribas Financial Markets Paris, France	$30.9M	+$16.5M	4	0.03%	Increased
144	RhumbLine Advisers Boston, Massachusetts	$30.7M	-$382K	7	0.03%	Reduced
145	Principal Financial Group Des Moines, Iowa	$30.6M	-$1.28M	5	0.02%	Reduced
146	Asset Management One Tokyo, Japan	$30.5M	-$1.65M	3	0.12%	Reduced
147	Meitav Investment House Bene-Beraq, Israel	$30.3M	+$18.9M	1	0.59%	Increased
148	DG Daventry Group New York	$29.8M	-$969K	1	11.9%	Reduced
149	NZS Capital Denver, Colorado	$29.7M	+$3.14M	1	1.23%	Increased
150	Los Angeles Capital Management Los Angeles, California	$29.4M	+$19.6M	3	0.1%	Increased